IDEAYA Biosciences, Inc. (IDYA)

IDEAYA Biosciences' stock has increased by 63.88% in the past six months, with the stock price at $36.31 per share as of January 6, 2026. Key events impacting the stock include the announcement of an R&D Day on September 8, 2025, which led to a 7.31% gain, and participation in investor relations events in September 2025, which resulted in a 1.63% decline. IDE034 received FDA IND clearance on December 4, 2025, and IDEAYA announced IND submission for IDE574 on December 10, 2025. Targeted full enrollment in the OptimUM-02 trial of Darovasertib was completed on December 11, 2025, and the IDMC recommended a move-forward dose in Part 2A of the trial on December 18, 2025. IDEAYA participated in the J.P. Morgan Healthcare Conference on January 5, 2026, and GlaxoSmithKline announced the termination of their collaboration agreement. A business update and 2026 corporate objectives were provided on January 11, 2026.

Specific demand seasonality for IDEAYA Biosciences' products is not detailed due to its clinical-stage nature; however, the broader healthcare sector exhibits seasonal strength from April 25 to December 4. Only five years of data are available for IDYA, which may be insufficient to reliably establish a seasonal profile for the company itself. The company's revenue is primarily generated through collaboration agreements rather than product sales.

IDEAYA Biosciences, Inc. is a precision medicine oncology company focused on discovering, developing, and commercializing cancer therapies. They operate in the biotechnology and pharmaceutical industry, targeting genetically defined patient populations and using synthetic lethality strategies to develop novel small molecule drugs. Their pipeline includes clinical-stage product candidates such as Darovasertib (IDE196), a PKC inhibitor in Phase 2/3 trials for cancers with GNAQ or GNA11 gene mutations; IDE397, a MAT2A inhibitor in Phase 2 trials for solid tumors with MTAP gene deletions; IDE849, a DLL3 antibody drug conjugate (ADC) inhibitor in Phase 1 trial for SCLC and neuroendocrine tumors; IDE161, a PARG inhibitor in Phase 1/2 trials for tumors with HRD; IDE275, a Werner Helicase inhibitor in Phase 1 trial for tumors with high microsatellite instability; IDE705 (GSK101), a Poly Theta Helicase inhibitor in Phase 1 trial for tumors with BRCA or other HRD-associated mutations; IDE034, a bispecific B7H3/PTK7 TOP1 ADC with an IND clearance announced in December 2025 and a Phase 1 dose escalation trial planned for Q1 2026; IDE892, a MTA-cooperative PRMT5 inhibitor, with an IND filing targeted for mid-2025; and IDE251, a KAT6/7 dual inhibitor development candidate, with an IND filing targeted for the second half of 2025.

IDEAYA Biosciences, Inc. is headquartered in South San Francisco, California, United States, and focuses on discovering and developing targeted therapeutics for patient populations in the United States.

IDEAYA Biosciences maintains a positive brand reputation in the precision medicine oncology space, recognized for its commitment to discovering and developing transformative cancer therapies. The company integrates biomarker identification and validation with drug discovery and has established collaborations with academic institutions and pharmaceutical companies. There have been no specific negative events affecting IDEAYA's brand reputation in the past year; instead, the company has been highlighted for its pipeline advancements, strong balance sheet, and analyst support.

IDEAYA Biosciences, Inc. has a diverse ownership structure, with institutional investors holding 66.08% to 79.13% of the stock, insiders owning 0.82%, and public companies and individual investors owning 13.05% to 20.05%. Major institutional owners include Fmr Llc, BlackRock, Inc., Capital Research Global Investors, Janus Henderson Group Plc, Vanguard Group Inc, Federated Hermes, Inc., Point72 Asset Management, L.P., Baker Bros. Advisors Lp, State Street Corp., SMALLCAP WORLD FUND INC Class A, and Fidelity Growth Company Fund (FDGRX).